Markets at midyear: AI & elections in fo...

What’s driving equities now – and what are investors most focused on? Lou Miller, Global Head of Equity Custom Baskets in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on July 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Despite geopolitical tensions and trade policy uncertainty, markets continue to climb to record highs. What risks are investors watching? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Husse ... Show More

Are European equities set up to outperform – and which global sectors hold the greatest potential now? John Storey, Co-Head of Equities Distribution in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor in London. This episode was recorded on ... Show More

After soaring to record levels in 2021, the global M&A market slowed in 2022 against a challenging economic environment. So what can we expect in 2023? In the latest episode of Exchanges at Goldman Sachs, Stephan Feldgoise and Mark Sorrell, the co-heads of the Global Mergers and ... Show More

In our latest review of this week in markets we cover the following topics: UK CPI and US Retail Sales surprise analysts. What does this mean for future monetary policy? A breakdown of the latest earnings from Goldman Sachs and Morgan Stanley. Who will win the battle of the banki ... Show More

In 2023, global equity markets experienced a notable surge, driven by resilient economic growth and increased investor confidence, setting an optimistic tone for the forthcoming year. In particular, U.S. equity performance surprised investors, but with higher rates and inflation, ... Show More

Join host Evan Junek as he catches up with Chris Grose, Co-Head of Technology Investment Banking for North America, to uncover the key themes and insights shared at J.P. Morgan’s 51st Annual Technology, Media and Communications Conference. They explore the latest market challenge ... Show More

Companies that offer generative AI solutions saw their valuations rise in 2023. This year, investors should look at the companies adopting these solutions. ----- Transcript -----Welcome to Thoughts on the Market. I’m Ed Stanley, Morgan Stanley's Head of Thematic Research in Europ ... Show More